Triton Wealth Management’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Triton Wealth Management’s Portfolio GDE Stock Details GDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$512K	Sell	8,264 -88,292	-91%	-$5.86M	0.16%	68
2026 Q1	$6.23M	Buy	96,556 +24,492	+34%	+$1.66M	2.31%	10
2025 Q4	$5M	Buy	72,064 +57,363	+390%	+$3.44M	1.88%	11
2025 Q3	$856K	Buy	+14,701	New	+$744K	0.33%	43

Other funds holding GDE

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

McGrath & Associates Asheville, North Carolina $76.8M AUM 22.42% 1-Year Est. Return

SWM

Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MPW

Magnolia Private Wealth Philadelphia, Pennsylvania $182M AUM 21.95% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Triton Wealth Management's GDE Position: Q2 2026 in Review

Triton Wealth Management reduced its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 91% in Q2 2026, selling an estimated $5.86M and leaving 8,264 shares worth $512K. The position accounts for 0.16% of the portfolio, ranked #68.

Triton Wealth Management first reported a position in GDE in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.23M in Q1 2026. 72 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

Triton Wealth Management held 8,264 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $512K as of Q2 2026.
Triton Wealth Management sold 88,292 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q2 2026, an estimated $5.86M.
WisdomTree Efficient Gold Plus Equity Strategy Fund made up 0.16% of Triton Wealth Management's portfolio in Q2 2026, its #68 holding.
Triton Wealth Management first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q3 2025 and has held it in 4 quarters since.
Triton Wealth Management's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $6.23M in Q1 2026.
72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on Triton Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.